tag:blogger.com,1999:blog-6616959642391988608.post4424480274050821809..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Durable goods deflation is wonderfulScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-6616959642391988608.post-6798085880401242862017-06-08T16:40:02.940-07:002017-06-08T16:40:02.940-07:00Frozen: I really like most of the things that Trum...Frozen: I really like most of the things that Trump has done and is trying to do (e.g., Gorsuch to SCOTUS, tax reform, deregulation, Obamacare repeal/reform, exit Paris Accord, oppose political correctness). I am relieved that he has not gone whole-hog protectionist (e.g., backing off on a trade war with China), but I continue to worry that he doesn't understand that trade deficits are not Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25590811874918802832017-06-07T09:23:17.196-07:002017-06-07T09:23:17.196-07:00Dear Scott
Just as an observation. How are you ...Dear Scott<br /><br /><br />Just as an observation. How are you enjoying the new President. Is he what you imagined the country needed/deserved? <br /><br />Regards<br /><br /><br />FrozeninthenorthFrozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13371725229298055822017-06-05T17:57:12.410-07:002017-06-05T17:57:12.410-07:00deflate everything and we reach nirvana. deflate everything and we reach nirvana. marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-83536630801993500692017-06-01T09:37:20.315-07:002017-06-01T09:37:20.315-07:00China is smart enough to understand Trump's tr... China is smart enough to understand Trump's transactional mentality, demonstrating their willingness to cooperate both geopolitically and on a personal level with trademarks and other family mercantile interests. So this is one of the good flip-flops by Trump. <br /><br />But overall, as Trump retreats in some areas around the globe, China is also smart enough to fill the void. <br /><Richhttps://www.blogger.com/profile/11423212011632999830noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-89055980644521812112017-06-01T00:49:05.102-07:002017-06-01T00:49:05.102-07:00Scott
Thanks its been a while since I thanked you ...Scott<br />Thanks its been a while since I thanked you for your blog.Always worth reading.vitohttps://www.blogger.com/profile/02207266189189057903noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-79031634210145682762017-05-31T23:19:23.108-07:002017-05-31T23:19:23.108-07:00The deflation is durable goods might be an indicat...The deflation is durable goods might be an indication of what could happen if the US deregulated property markets, in particular scrapped property zoning.<br /><br />Hard-core right-wing economist John Cochrane recently cited studies showing property zoning is cutting real GDP, by one estimate up to 50%.<br /><br />http://johnhcochrane.blogspot.com/2017/05/yimby-papers.html<br /><br />Most likelyBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17539201319861505742017-05-31T11:05:29.900-07:002017-05-31T11:05:29.900-07:00Great post. Thank you for sharing.Great post. Thank you for sharing.Anonymoushttps://www.blogger.com/profile/13768111731745388599noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-42486611620378833792017-05-31T09:42:23.884-07:002017-05-31T09:42:23.884-07:00Re RMB outlook: I'm reluctant to forecast the ...Re RMB outlook: I'm reluctant to forecast the RMB for the longer term. But for the near term, it looks to me like it is likely to be relatively stable against the dollar. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-7071830320290934962017-05-31T04:31:19.263-07:002017-05-31T04:31:19.263-07:00DT dropped his threats against China and increased...DT dropped his threats against China and increased them against Germany. How any sane GOP leaning thinker can be pro Trump baffles me. He is an embarrassment. His ideas on trade are so obtuse as be jejune to the extreme. <br /><br />Better than Hillary though... stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-80825349001584798942017-05-30T20:00:18.722-07:002017-05-30T20:00:18.722-07:00Boom. Durable goods! Boom. Durable goods! Alhttps://www.blogger.com/profile/01261213308707778791noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64653438965043428292017-05-30T19:52:34.380-07:002017-05-30T19:52:34.380-07:00Thank you for your post. Do you think RMB will fur...Thank you for your post. Do you think RMB will further devalue against USD in the longer term?Aritinhttps://www.blogger.com/profile/10628008264065432503noreply@blogger.com